Thanks for getting back to this thread, bcohen.
You're right that QuickBooks Desktop (QBDT) allows users to send reminders for both invoices and statements in a single email using the Combined forms feature.
However, when you choose to combine forms into one email, the option for a pre-set, customizable default email template is unavailable.
As a workaround, you may consider saving your preferred email message in a separate document, like Notepad, so you can easily copy and paste it into the email after enabling the combined forms option.
Considering this situation, I encourage you to share your feedback with our Product Engineer team. Your input is important to our continuous efforts to improve our services, as we carefully review user suggestions when planning future updates. Your involvement helps us create a better experience for you and all of our users.
Here's how to submit your feedback:
- Go to the Help menu.
- Select Send Feedback Online.
- Choose the Product Suggestion option, which will open a pop-up window display.
- Enter your feedback suggestion.
- Once done, click the Send Feedback button to submit your idea.
Feel free to reply to this post if you need further assistance.
